VMware Lab Manager User s Guide VMware Lab Manager 2.5

VMware Lab Manager 2.5

VMware Lab Manager User s Guide Revision: 20070709 Item: VLM-ENG-Q207-359 You can find the most up-to-date technical documentation on our Web site at http://www.vmware.com/support/ The VMware Web site also provides the latest product updates. If you have comments about this documentation, submit your feedback to: docfeedback@vmware.com 2007 VMware, Inc. All rights reserved. Protected by one or more of U.S. Patent Nos. 6,397,242, 6,496,847, 6,704,925, 6,711,672, 6,725,289, 6,735,601, 6,785,886, 6,789,156, 6,795,966, 6,880,022, 6,944,699, 6,961,806, 6,961,941, 7,069,413, 7,082,598, 7,089,377, 7,111,086, 7,111,145, 7,117,481, 7,149,843, 7,155,558, and 7,222,221; patents pending. VMware, the VMware boxes logo and design, Virtual SMP and VMotion are registered trademarks or trademarks of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. VMware, Inc. 3401 Hillview Ave. Palo Alto, CA 94304 www.vmware.com 2 VMware, Inc.

Contents Preface 9 1 Introducing Lab Manager 13 Lab Manager Components 14 Lab Manager Benefits and Features 15 Using Lab Manager with VirtualCenter Management Server 16 Enabling High Availability for Lab Manager Server 17 2 Getting Started with Lab Manager 19 Setting Internet Explorer Options 20 Accessing the Lab Manager Console 21 Reviewing the Lab Manager User Interface 22 Default Landing Page 22 Specific Areas and Operations 23 Interface Features 25 Mouseover Menus 25 Breadcrumb Titles 25 Text Search Filter 25 Column Sorting 25 VMware Tools and Mouse Control 25 Reviewing the General Workflow in Lab Manager 26 3 Working with Virtual Machines 27 Accessing Virtual Machines 28 Accessing a Virtual Machine Console for the First Time 29 Installing the ActiveX Control 29 Installing the VMware Remote MKS Plugin for Firefox 29 Reviewing the Virtual Machine Console Page 30 Changing the Console Display Size 31 Reviewing Virtual Machine Operations 31 Summary of Virtual Machine Operations 31 Summary of Virtual Machine States 33 VMware, Inc. 3

Changing IP or MAC Addresses 34 Setting Up Remote Desktop Connections 35 Taking Snapshots and Reverting the Snapshots 36 Inserting CDs 36 Ejecting CDs 37 Inserting Floppy Disks 37 Ejecting Floppy Disks 38 Adding Virtual Hard Disks to Virtual Machines (Templates) 38 Adding SCSI Virtual Hard Disks 39 Editing Virtual Machine Properties 40 Reviewing the Properties List 41 4 Working with Machine Templates 45 About Templates 46 Accessing the Templates Page 46 Reviewing Template Operations 47 Summary of Template Operations 47 Summary of Template States and Attributes 49 Creating Templates 50 Updating Templates 50 Importing Templates 51 Importing a Template from SMB Storage 51 Importing a Template from VMFS Storage 54 Creating Templates from Scratch 56 Creating a Blank Template 56 Deploying a Template 58 Installing the Guest Operating System 58 Installing VMware Tools 60 Installing Additional Software 60 Installing LM Tools 61 Shutting Down a Template 65 Undeploying a Template 65 Publishing a Template 66 Sharing a Template 66 Creating Templates from Active Virtual Machines in Lab Manager 66 Cloning Templates 67 Copying Templates 69 Changing Shared Templates to Private Templates 70 Exporting Templates 70 Consolidating Templates 71 4 VMware, Inc.

Contents Editing Template Properties 71 Deleting Templates 74 Deleting Published Templates After Managed Server Failure 75 5 Working with Configurations 77 About Configurations 78 Accessing Configurations 78 Reviewing Configuration Operations 80 Summary of Configuration Operations 81 Summary of Configuration States and Attributes 83 Creating Configurations 83 IP Address Assignment for Virtual Machines 85 Adding Virtual Machines to Existing Configurations 85 Deploying Configurations 86 Deploy Options 87 Deploy with Defaults Option 88 Undeploying Configurations 89 Capturing Configurations to the Library 89 Checking Out Configurations from the Library 90 Stopping Configurations 91 Cloning Configurations 91 Copying Configurations 92 Exporting Configurations 93 Importing Configurations 94 Sharing Configurations 95 Creating and Restoring Configuration LiveLinks 95 Taking Snapshots and Reverting to Snapshots 96 Editing Configuration Properties 97 Viewing Details on Virtual Machines in a Configuration 98 Accessing a Virtual Machine Console 99 Accessing All Virtual Machine Consoles in a Configuration 99 Deleting Configurations 100 6 Working with Media 101 Accessing the Media Library 102 Reviewing Media Operations 102 Adding Media to the Library 102 Synchronizing Lab Manager with Media Storage 103 Deleting Media from the Library 104 Sharing Media Files 104 VMware, Inc. 5

Changing Shared Media Files to Private Files 104 Editing Media Properties 104 7 Administering and Monitoring Lab Manager 107 Monitoring Lab Manager 108 Monitoring the Activity Log 108 Monitoring the Server Pool 108 Monitoring Deployed Machines 110 Managing Users 111 Setting User Preferences 111 Defaults Tab 111 Password Tab 113 Viewing Users 114 Adding New Users 115 Deleting Users 117 Editing User Properties 117 Managing Managed Server Systems 118 Viewing Managed Server Systems 118 Adding Managed Server Systems 120 Removing Managed Server Systems 121 Viewing the Deployed Machines on a Managed Server 122 Editing Managed Server Properties 123 Reviewing Additional Managed Server Operations 125 Managing Storage Servers 126 Viewing Storage Servers 126 Viewing Virtual Machine Storage Usage 128 Assessing Virtual Machine Disk Space 130 Adding NFS Virtual Machine Storage 132 Adding Media Storage to Lab Manager 133 Media Storage Requirements 133 Setting Up SMB Media Storage for Lab Manager 133 Creating a Shared Folder for Lab Manager 133 Attaching Media Storage to Lab Manager 134 Removing Storage Servers 135 Additional Tasks for Removing an NFS Media Server 135 Editing Storage Server Properties 136 Reviewing Additional Storage Server Operations 136 Configuring Network Settings 137 Viewing Network Settings 137 6 VMware, Inc.

Contents Reviewing the Settings tab 137 Reviewing the IP Pool Tab 138 Understanding IP Address Management 139 Adding IP Addresses to the Lab Manager IP Pool 139 Removing IP Addresses from the Lab Manager IP Pool 140 Configuring Lab Manager Settings 140 Accessing Lab Manager Settings 140 Reviewing the General Tab 140 Server Preferences 141 LDAP Preferences 142 Email Preferences 142 Default User Preferences 143 Default Deployment Options 143 LDAP and Lab Manager 144 LDAP Preferences: LDAP Binding and Group Strings 146 Reviewing the License Tab 146 Reviewing the LM Tools Tab 147 Reviewing the SupportLink Tab 149 Reviewing the Resource Cleanup Tab 149 8 Troubleshooting Lab Manager 151 Blank Screen Appears When Accessing Lab Manager 152 Lab Manager Does Not Display Virtual Machine Console 152 Duplicate IP Address Errors Appear 153 Addition of SCSI Virtual Hard Disk Fails 153 Mouse Navigation on Virtual Machine Console Fails 153 Remote Access to Virtual Machine Fails 154 LiveLink URL Error Appears 154 Host Server CD Drive Cannot Install Software 154 Importing a Virtual Machine as a Template Fails 155 Importing a Virtual Machine from VMFS Storage Fails 155 Inserting Media from NFS Server Fails 156 Virtual Hard Disk Space Is Low 157 Lab Manager Server Fails, Loses Connectivity, or Reboots the System 158 SMB Media Storage Server Fails 158 Permanent Failure of Managed Server Occurs 159 Temporary Failure of Managed Server Occurs (Reboot or Turn Off) 160 Temporary Failure of Managed Server Occurs (Networking) 161 VMware, Inc. 7

A Client and Browser Support 163 B Guest Operating System Support 167 C Network Fencing 171 Why Should I Fence Configurations? 172 How Does Fencing Work? 172 Fencing Options 174 Processor Type Incompatibility 176 Viewing Virtual Switches for Fences 176 Reviewing Additional Fencing Operations 177 D Extending LM Tools 179 How does LM Tools work? 180 Extending the LM Tools Script 181 Extending the LM Tools Script on a Windows Guest OS 181 Extending the LM Tools Script on a Linux Guest OS 181 Index 183 8 VMware, Inc.

Preface This preface provides information about the VMware Lab Manager User s Guide and links to VMware technical support and educational resources. This preface contains the following topics: About This Book on page 9 Technical Support and Education Resources on page 10 About This Book The VMware Lab Manager User s Guide provides detailed information about the VMware Lab Manager system and its components, commands, operations, configuration, and user interface. Intended Audience The guide is intended for experienced developers and testers of software applications. This document assumes the user has some familiarity with these topics: Virtual machine technology Basic concepts of distributed, multitiered systems Current development and testing practices Windows and Linux operating systems VMware, Inc. 9

Document Feedback If you have comments about this documentation, submit your feedback to: docfeedback@vmware.com Conventions Table P 1 illustrates the typographic conventions used in this manual. Table P-1. Conventions in this Manual Style Blue (online only) Blue boldface (online only) Black boldface Monospace Monospace bold Italic Elements Cross references and email addresses Links User interface elements such as button names and menu items Commands, filenames, directories, and paths User input Document titles, glossary terms, and occasional emphasis < Name > Variable and parameter names Technical Support and Education Resources The following sections describe the technical support resources available to you. Self-Service Support Use the VMware Technology Network (VMTN) for self help tools and technical information: Product information http://www.vmware.com/products/ Technology information http://www.vmware.com/vcommunity/technology Documentation http://www.vmware.com/support/pubs VMTN Knowledge Base http://www.vmware.com/support/kb Discussion forums http://www.vmware.com/community User groups http://www.vmware.com/vcommunity/usergroups.html For more information about the VMware Technology Network, go to: http://www.vmtn.net 10 VMware, Inc.

Preface Online and Telephone Support Use online support to submit technical support requests, view your product and contract information, and register your products. Go to: http://www.vmware.com/support Customers with appropriate support contracts should use telephone support for the fastest response on priority 1 issues. Go to: http://www.vmware.com/support/phone_support.html Support Offerings Find out how VMware support offerings can help meet your business needs. Go to: http://www.vmware.com/support/services VMware Education Services VMware courses offer extensive hands on labs, case study examples, and course materials designed to be used as on the job reference tools. For more information about VMware Education Services, go to: http://mylearn1.vmware.com/mgrreg/index.cfm VMware, Inc. 11

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1 Introducing Lab Manager 1 VMware Lab Manager provides a robust solution for managing virtual machines in a test lab. Lab Manager does not assume extensive knowledge of virtualization and allows software developers and QA engineers to quickly provision, share, and tear down multimachine test cases or configurations. Specifically, Lab Manager streamlines the setup, capture, storage, and sharing of multimachine software configurations in virtualized environments. Lab Manager offers a self service interface and library from which users can access virtual machine images to deploy across multiple servers. This chapter covers these topics: Lab Manager Components on page 14 Lab Manager Benefits and Features on page 15 Using Lab Manager with VirtualCenter Management Server on page 16 VMware, Inc. 13

Lab Manager Components Lab Manager servers collectively refers to the Lab Manager Server system, Managed Server systems, and storage servers. Figure 1 1 illustrates the components of Lab Manager. Figure 1-1. Lab Manager Components network Lab Manager client user administrator Lab Manager Managed Server Lab Manager client user Lab Manager Server Lab Manager Managed Server Lab Manager client user default media storage Lab Manager Managed Server virtual machine storage (SAN) media and virtual machine storage (NFS) Lab Manager Server A server that provides Web and SOAP interfaces for the Lab Manager system. The Lab Manager Server system manages and deploys configurations against a pool of Managed Server systems. Lab Manager Managed Server A server running VMware ESX Server and Managed Server software. The Lab Manager Server system uses the Managed Server system to deploy configurations and their virtual machines. You can have multiple Managed Server systems. Lab Manager storage server Storage for virtual machines (for example, an ESX Server SAN or NFS server) and storage for media (CD and floppy images). You can have multiple storage servers. Every Lab Manager installation provides default media storage on the Lab Manager Server system. 14 VMware, Inc.

Chapter 1 Introducing Lab Manager Lab Manager client user Clients who can use the Lab Manager Web console and the Lab Manager SOAP API. You can access the Lab Manager Web console with Internet Explorer or Firefox. Lab Manager Web console The browser based console that enables management for all testing activities, regardless of physical location. You can access this component using standard HTTP protocols. Use the Lab Manager Web console to organize groups of virtual machines into configurations based on machine templates, to store configurations and their state in libraries, and to quickly copy and use multiple copies of library configurations simultaneously without requiring knowledge of the networking environment. Copies of library configurations are available within seconds. When you check out a library configuration, the configuration retains the network profile (IP address, name, MAC address, security identifiers, and more), which preserves the running software and data on the machine. Virtual machines created from templates are given new network profiles as they join a configuration. This profile changes through the Lab Manager Tools (LM Tools) utility installed on the template operating system. Lab Manager SOAP API A SOAP API Web service that enables you to access Lab Manager programmatically. This allows easy integration with build management systems and with automated testing tools from Mercury, IBM, Segue, and other companies. Lab Manager Benefits and Features Lab Manager enables users to lower development, test, and integration costs, as well as tap into a shared pool of server and networking resources, eliminate manual setup, and decrease software development times. Review these specific benefits: Productivity Saves time when provisioning machines. Process improvement Assists with communication between testing and development teams. Server consolidation Includes pool and share servers, storage, and other testing and development resources. Computer access Provides access to more computers than available physical machines. VMware, Inc. 15

Self help Allows engineers to individually create, set up, and tear down configurations without relying on IT. Outsourcing and distributed development Allows geographically dispersed teams to work on the same machines and configurations over the Internet. Review these specific features: Templates Create new, fully configured virtual machines in seconds. Configurations Run, manage, and monitor multiple configurations simultaneously. Configuration library Store configurations to persistent storage for team use. State capture Capture the live state of all the machines in a configuration. You can capture and share bugs in their running state. Network fencing Run copies of configurations with identical network profiles simultaneously using this network isolation technology. Resource management Manage a pool of computing and storage resources. Delta tree management Save virtual machine file changes to efficient and high performance storage. Application integration Integrate test applications with the Lab Manager Web service SOAP API. Monitoring View and control server farm utilization in real time. Browser access Remotely access Lab Manager from any location. Automation Automate test matrices end to end. Using Lab Manager with VirtualCenter Management Server You can use VMware VirtualCenter Management Server (VirtualCenter Server) to monitor ESX Server systems managed by Lab Manager. However, all VirtualCenter Server actions that register or unregister Lab Manager virtual machines (including those triggered by VMware HA and VMware VMotion ) can cause errors in Lab Manager. VMware recommends managing ESX Server systems with Lab Manager or VirtualCenter Server, but not both. Avoid installing Lab Manager on the same system as VirtualCenter Server to avoid performance complications. For more information on VirtualCenter Server, see the VMware Infrastructure 3 documentation. 16 VMware, Inc.

Chapter 1 Introducing Lab Manager Enabling High Availability for Lab Manager Server To take advantage of VMware HA, VMware DRS, or VMware VMotion, install the Lab Manager Server component on a virtual machine rather than a physical system. VMware, Inc. 17

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2 Getting Started with Lab 2 Manager To get started with Lab Manager, you can become familiar with the main elements, operations, and navigation of the Lab Manager Web console. This chapter covers these topics: Setting Internet Explorer Options on page 20 Accessing the Lab Manager Console on page 21 Reviewing the Lab Manager User Interface on page 22 Reviewing the General Workflow in Lab Manager on page 26 VMware, Inc. 19

Setting Internet Explorer Options Review the requirements for client user machines in the VMware Lab Manager Installation Guide. When accessing the Lab Manager Web console with IE, make sure to enable the proper browser settings. To set IE options for machines accessing the Web console 1 Open the Control Panel from the desktop and click Add or Remove Programs. If you are using a Windows platform other than Windows 2003, proceed to Step 4. 2 Click Add/Remove Windows Components. 3 Deselect the Enhanced Internet Explorer Security Configuration check box and click Next. 4 From the Tools menu in IE, choose Internet Options. 5 In the Security tab, click Custom Level. 6 Enable these browser options: Download signed ActiveX controls Run ActiveX controls and plug ins Allow META REFRESH Active scripting Allow paste operations via script 7 In the Advanced tab, enable the Play animations in web pages option. 20 VMware, Inc.

Chapter 2 Getting Started with Lab Manager Accessing the Lab Manager Console Access the Lab Manager Web console and Overview page using IE or Firefox. To access the Lab Manager console 1 Obtain a Lab Manager account. If you do not have an account or need account information, see a Lab Manager administrator. 2 On a Windows machine connected to the Internet or your local intranet, launch a browser window. 3 To connect to a Lab Manager Server system, go to https://<lab Manager server domain name or IP address>/. NOTE The first time you access the console, an SSL warning might appear. To avoid this warning, use fully qualified domain names or ask your administrator for more information. To add the certificate to your trusted certificate list, click View Certificate in the IE SSL alert, and click Install Certificate. 4 Enter your user name and password to log in to the console. Passwords for the console require at least six characters. 5 In the Overview page, use the check box at the bottom of the page to specify whether you want the console to open to the Workspace page at startup. For highlights on this page and the user interface, see Reviewing the Lab Manager User Interface on page 22. VMware, Inc. 21

Reviewing the Lab Manager User Interface The Lab Manager Web console has a navigation pane on the left and a main display area on the right. The navigation pane provides access to major concepts and operations: My Lab Manager Build and Deploy Monitor Manage (administrator operations only) Support (administrator operations only) The main display area shows configuration, virtual machine, machine template, server, and system administration information in table format. This area also displays data in tabbed folders. Default Landing Page The default landing page is the Overview page. NOTE You must enable SupportLink if you want to view all statistics. See Reviewing the SupportLink Tab on page 149. The Performance Summary column includes these statistics: Total Slots Number of reserved spaces across all virtual machines on the Managed Server systems. Slots Used Number of deployed machines. Slots Available Difference between Total Slots and Slots Used. Maximum Memory Physical memory of the Managed Server systems. Total Deployments Over Time Sum of all deployed virtual machines since the installation of Lab Manager. Configurations in Library Number of virtual machine configurations stored in the configuration library. Total VMFS Disk Space Sum of the disk space in the VMware Virtual Machine File System (VMFS) storage. VMs under management Number of virtual machines (except routers) under Lab Manager control. 22 VMware, Inc.

Chapter 2 Getting Started with Lab Manager VMFS Disk Space used per VM Average disk space for each virtual machine. This entry assumes you are using dedicated VMFS disk space for Lab Manager virtual machines. The My Lab Manager column includes these statistics: My Deployed VM Quota Number of virtual machines you are allowed to deploy. The administrator sets that limit when adding a user to Lab Manager. My Stored VM Quota Number of virtual machines you are allowed to store. The administrator sets that limit when adding a user to Lab Manager. My VMs Deployed Number of your deployed virtual machines. My VMs Stored Number of virtual machines stored in the Workspace, configuration library, and template library. The Documentation and Support column provides access to documentation, video tutorials to become familiar with the product, and customer support. Up to date product documentation is available on the VMware Web site: http://www.vmware.com/support/pubs/labmanager_pubs.html If you want the Web console to open to the Workspace page at startup, select the check box for this option. Specific Areas and Operations The Lab Manager Web console includes these specific areas and operations: Overview Provides information on performance, support, documentation, and tutorials. You can specify whether to make the Workspace page the default landing page of the console. Preferences Enables you to set preferences for such items as the default start page, number of items on a page, behavior for certain operations (Force Undeploy, Undeploy All VMs, and Redeploy All VMs), network fencing, and the server boot sequence. Use this area to change your password. Workspace Serves as the control center for the Lab Manager system. This space is similar to the concept of a desktop where you can work on configurations, share them with individuals, and perform other operations. If you are an administrator, all configurations (private and shared) are visible. From this location, navigate to the details for a particular configuration or access all of the virtual machine consoles for a configuration with the Show Consoles feature. VMware, Inc. 23

Library Displays your saved configurations and configurations shared by other users. Administrators can view all shared and private configurations. Templates Enables you to create, view, or track your machine templates and those shared by other users. Administrators can view all templates. A template serves as the base of a configuration and offers a matrix that you can build on. You can create a new template and clone, copy, or consolidate an existing one. Other operations involve sharing templates and making them private, importing and exporting templates on the network, deploying and undeploying templates, and modifying the settings or installed software. Media Enables you to add, delete, and track media (CD and floppy) image files. You can upload data (for example, drivers) to a template from the media library and synchronize the library with the files in media storage. Activity Log Displays the status of operations. Most Lab Manager operations occur immediately (synchronously), while others take time and complete asynchronously. During asynchronous operations, you can perform other tasks at the console and return to the Activity Log page to check the status. Server Pool (Administrators) Shows deployed machines, available slots, types of machines, and activities for Managed Server systems. Deployed Machines (Administrators) Presents details on the virtual machines, configurations, IP addresses, Managed Server systems, machine owners, and deployment. You can navigate to individual consoles. Configuration Details Shows details about the virtual machines, IP addresses, deployment, fencing, virtualization technology, Managed Server systems, and boot options. You have the option to add or remove virtual machines from the configuration on this page or navigate to the console display of one machine. Machine Console Provides access to the console window of a virtual machine. Navigate from the Templates page to machine consoles to perform virtual machine operations. All Consoles Provides access to a large console display of every virtual machine in a configuration. For components dealing with administrator management, see Administering and Monitoring Lab Manager on page 107. 24 VMware, Inc.

Chapter 2 Getting Started with Lab Manager Interface Features The Lab Manager interface includes features such as mouseover menus, breadcrumb titles, and filters. Mouseover Menus The console has mouseover menus that are similar to right click menus and appear when you move the pointer over an object name. A name or title has a mouseover menu if an arrow appears to its right. Breadcrumb Titles If you navigate to specific templates or configurations, the title of the page displays the object path. The objects link to the appropriate pages. Text Search Filter Use the Filter button at the top of certain pages to view a subset of the information on the current page. Lab Manager matches the text entered in the field to the left of the button against the attribute data of the search objects. Entries are not case sensitive. Using the mouseover menu to the left of the field, you can filter across all columns on the page or within a specific column. NOTE The filter text search does not recognize wildcards. If you enter a traditional wildcard, such as an asterisk (*), this function performs a literal search for an asterisk symbol. Column Sorting Most pages in Lab Manager present data in tables. You can sort the data in each column in ascending or descending order. Click the table heading name to perform the sort operation. The arrow to the right of the column name indicates whether the data appears in descending or ascending order. VMware Tools and Mouse Control When moving your mouse in to and out of the virtual machine console window, you might lose the pointer. VMware Tools corrects this problem. If you do not install VMware Tools, press Ctrl + Alt to regain mouse control. VMware, Inc. 25

Reviewing the General Workflow in Lab Manager The basic workflow might involve these tasks: Creating or importing templates, which serve as the raw virtual machines. Creating configurations composed of one or more virtual machines based on machine templates. Performing a range of operations in the Workspace, such as capturing configurations to the configuration library. For example, a QA engineer finds a bug in a configuration and captures it to preserve the current state. Providing access to library configurations using the LiveLink feature. For example, a QA engineer puts a LiveLink URL in a bug report or sends a LiveLink URL to a developer. The developer clicks the link to access and review the live configuration in the Workspace. These tasks are covered throughout this guide. 26 VMware, Inc.

3 Working with Virtual 3 Machines A virtual machine is a simulated computer environment running a guest operating system and associated application software. Virtual technology allows a host server to run multiple virtual machines concurrently and isolate each virtual machine in a self contained environment. Lab Manager enables you to create virtual machines from machine templates and to create configurations composed of multiple virtual machines. For details on templates and configurations, see Chapter 4 and Chapter 5. This chapter covers these topics: Accessing Virtual Machines on page 28 Reviewing the Virtual Machine Console Page on page 30 Reviewing Virtual Machine Operations on page 31 VMware, Inc. 27

Accessing Virtual Machines From the Lab Manager Web console, you can navigate to individual virtual machine consoles and perform a range of operations. See Accessing a Virtual Machine Console for the First Time on page 29. For details on accessing a virtual machine console of the sample template (ttylinux 4 ESX3(<owner>)) or configuration (Sample 1) packaged with Lab Manager, see the VMware Lab Manager Installation Guide. You can log in to a virtual machine console of these samples as root and use lab manager as the password. To access the console of a virtual machine template from the Templates page 1 In the left pane, click Templates. 2 If the template is undeployed, move the pointer over the template name and choose Deploy from the menu. 3 In the Console column, click the thumbnail icon of the deployed template. 4 Click in the console to work with the guest operating system. To access a specific virtual machine in a configuration 1 In the left pane, click Workspace. 2 If the configuration is undeployed, move the pointer over the configuration name and choose Deploy from the menu. See Deploy Options on page 87 and Deploy with Defaults Option on page 88. 3 Use one of these methods to access a virtual machine: In the Console column, click the thumbnail icon of the deployed virtual machine. Move the pointer over the configuration name, and choose Details from the menu. From this page, either click the thumbnail icon of the deployed virtual machine or move the pointer over the configuration name and choose View Console from the menu. 4 Click in the console to work with the guest operating system. To access all virtual machines in a configuration 1 In the left pane, click Workspace. 28 VMware, Inc.

Chapter 3 Working with Virtual Machines 2 If the configuration is undeployed, move the pointer over the configuration name and choose Deploy from the menu. See Deploy Options on page 87 and Deploy with Defaults Option on page 88. 3 Move the pointer over the configuration name and choose Show Consoles from the menu. 4 Click in the console to work with the guest operating system. If VMware Tools is not installed in particular virtual machines and you need to navigate between consoles, press Ctrl + Alt to release the mouse cursor. Accessing a Virtual Machine Console for the First Time If you are accessing a virtual machine console for the first time, review these sections: Installing the ActiveX Control on page 29 Installing the VMware Remote MKS Plugin for Firefox on page 29 Installing the ActiveX Control When you initially deploy a template or configuration to access a virtual machine console, you must follow the instructions to install the ActiveX control. Installing the VMware Remote MKS Plugin for Firefox When you initially access an individual virtual machine console page using Firefox, a message notes that you must install the VMware Remote MKS Plugin to use the console. To install the VMware Remote MKS Plugin 1 Click Install Plugin. 2 When the message appears across the top of the page about Firefox preventing the installation to protect your computer, click the Edit Options button in the top right corner. 3 Click Allow and click Close. 4 In the virtual console, click Install Plugin. 5 Click Install Now. 6 Close the dialog box and click the refresh button in the Lab Manager page. For some versions of Firefox, you might have to restart the browser. The virtual machine console is ready for use. VMware, Inc. 29

Reviewing the Virtual Machine Console Page Review the elements of the virtual machine console page: Fencing If the virtual machine uses Lab Manager network fencing, the internal and external IP addresses appear at the upper left corner of the page. See Appendix C, Network Fencing, on page 171. Configuration Displays thumbnail icons of other virtual machines in the same configuration when you move the pointer over this button. Click a thumbnail icon to see the console display, or click All Consoles to see all virtual machine consoles in a configuration. Click Configuration to view the details of the configuration. See Viewing Details on Virtual Machines in a Configuration on page 98. Snapshot Captures a configuration and its virtual machines at a certain point in time. Revert Returns the virtual machine to the last snapshot. The thumbnail icon of the last snapshot is available in the upper right corner under Revert Point. After the virtual machine reverts to the last snapshot, the display matches the Revert Point thumbnail icon. Install VMware Tools Installs VMware Tools on this template. See Installing VMware Tools on page 60. Install LM Tools Installs LM Tools on this template. See Installing LM Tools on page 61 and Reviewing the LM Tools Tab on page 147. CTRL ALT DEL Provides the same functionality as Ctrl + Alt + Del on a physical machine. Revert Point Displays a thumbnail icon of the last snapshot point. Remoting Tools Displays tools to set up a Remote Desktop Connection for the virtual machine. 30 VMware, Inc.

Chapter 3 Working with Virtual Machines Changing the Console Display Size You can change the size of a virtual machine console as you would for a physical machine. To change a virtual machine console size (Windows) 1 From the virtual machine console, open the Control Panel. 2 Double click Display. 3 From the Settings tab, move the screen resolution slider bar to your preferred display size. 4 Click OK. 5 Confirm the change. Reviewing Virtual Machine Operations The options in the mouseover menu for a virtual machine are contingent upon its state. Operations on individual virtual machines affect the menu options for configurations. For example, you have a configuration with four deployed virtual machines. If you undeploy one of the virtual machines, the configuration status in the Workspace page remains Deployed but both the Deploy and Undeploy Save State and Undeploy Discard State options appear in the mouseover menu. Summary of Virtual Machine Operations Table 3 1 summarizes the operation options for virtual machines. For information on related operations involving templates and configurations, see Chapter 4 and Chapter 5.. Table 3-1. Virtual Machine Operations Operation Add to Templates Consolidate VM Chain Ctrl Alt Delete Delete Description Creates a machine template from this virtual machine. Consolidates a virtual machine image and all its changes, which can be scattered across the directories of a storage server. This operation is similar to defragmenting a hard disk to improve access efficiency. Executes a Ctrl + Alt + Del operation on the virtual machine. Removes an undeployed virtual machine. VMware, Inc. 31

Table 3-1. Virtual Machine Operations (Continued) Operation Deploy Eject CD Eject Floppy Insert CD Insert Floppy Install LM Tools Install VMware Tools Properties Reset Resume Shut Down Snapshot Description Runs a virtual machine on the Managed Server pool. You must deploy a virtual machine before installing software on it. Ejects the CD in the virtual CD drive of the virtual machine. Ejects the floppy in the virtual floppy drive of the virtual machine. Prompts you to select an ISO image from the media library or enter a UNC path to the image on your network. Prompts you to select a floppy image or enter a UNC path to the floppy image file. Installs LM Tools. This installation allows Lab Manager to customize the network settings for a virtual machine. Installs VMware Tools on Windows machines. This installation has numerous benefits and makes it easier for you to move the mouse in to and out of the console window. Allows you to view and edit virtual machine properties. Restarts the virtual machine and clears the machine state. This operation is the equivalent of resetting a physical computer and does not shut down the guest operating system. If a boot image is not available in peripheral storage, the virtual machine boots off the virtual hard disk. Resumes the operation of a suspended virtual machine. Shuts down the operating system of the virtual machine. Captures a configuration (and all its virtual machines) at a specific point in time. You can revert to this snapshot image if necessary. Only one snapshot can exist at a time. Taking a new snapshot replaces the previous one. 32 VMware, Inc.

Chapter 3 Working with Virtual Machines Table 3-1. Virtual Machine Operations (Continued) Operation Suspend Turn Off Turn On Undeploy (Save State or Discard State) Description Freezes a virtual machine operation and its CPU. This option preserves the state of the virtual machine until you use the Resume option. For example, suspend a machine when you need to step away from this environment but you do not want to lose the current state. Suspending a machine generates the same result as choosing the Save Memory State option for undeploy operations in the User Preferences page. Options on the User Preferences page affect behavior for all operations rather than a single operation. Turns off the virtual machine. This option is the virtual equivalent of powering off a physical machine. Turns on the virtual machine. This option is the virtual equivalent of powering on a physical machine. Stops running a virtual machine on the Managed Server pool. You have the option to save the memory state or discard the state of each virtual machine. For information on the concept of saving state, see the Suspend entry in this table and Setting User Preferences on page 111. Summary of Virtual Machine States Table 3 2 summarizes the nontransitory states of virtual machines. Table 3-2. Virtual Machine States (Nontransitory) State On Off Suspended Undeployed Description Virtual machine is deployed and running on the Managed Server system. You can see the thumbnail icon of the virtual machine console. Virtual machine is deployed (registered on the Managed Server system) but not running. Virtual machine processor is frozen. Processor can leave the suspended state at the point where it became suspended. Virtual machine is off and not registered on the Managed Server system. If you deploy the virtual machine, Lab Manager registers and reboots it on the Managed Server system. VMware, Inc. 33

Table 3 3 summarizes the transitory states of virtual machines. Table 3-3. Virtual Machine States (Transitory) State Busy Pending Description Virtual machine is in the midst of an operation. Virtual machine is stuck and poses interactive questions in the virtual machine console. Changing IP or MAC Addresses You can change an IP or Media Access Control (MAC) address for a virtual machine after adding the virtual machine to a configuration. To change the IP or MAC address for a virtual machine 1 In the left pane, click Workspace. 2 Move the pointer over the configuration name and choose Details from the menu. 3 If the virtual machine is deployed, move the pointer over the configuration name and choose Undeploy Save State or Undeploy Discard State from the menu. 4 Move the pointer over the configuration name and choose Properties from the menu. 5 Enter the properties information: a To create a random MAC address, click Reset MAC Address. You cannot specify your own MAC address. b c d Confirm the operation. Enter a new IP address. Click Update. 6 Move the pointer over the virtual machine configuration name and choose Deploy from the menu. NOTE When you deploy the virtual machine, an error message might appear about a duplicate IP address because only Lab Manager is aware of the new IP address. If this error message appears, click No. 7 From the virtual machine console window, manually change the IP address of the virtual machine. 34 VMware, Inc.

Chapter 3 Working with Virtual Machines For Windows machines: a b c d e f From the virtual machine console, open the Control Panel. Navigate to the Local Area Connection (LAN) window through the Network Connections window. Click Properties. From the General tab, select the Internet Protocol (TCP/IP) check box and click Properties. Click Use the following IP address, and enter the new IP address. Close all screens. For Linux machines: a b c Log in as root. Use the ifconfig -a command to retrieve the IP address of the machine and the name of the Ethernet Card Identifier. Use the ifconfig command to change the IP address: ifconfig <interface> <new IP address> netmask <netmask> Refer to this example: ifconfig eth0 10.10.10.10 netmask 255.255.0.0 Setting Up Remote Desktop Connections From the page with a single virtual machine console (rather than the page with all consoles), you can remotely connect to a virtual machine configuration. The Remote Desktop option allows you to connect to the virtual machine from any location with these requirements: The virtual machine must be running the Windows operating system. You must have network access. You must have access permission as a Lab Manager administrator or an authorized remote access user. To set up a remote desktop connection to a virtual machine 1 From the virtual machine console window, open the Control Panel. 2 Navigate to the Remote tab of the System Properties dialog box. 3 Click the Allow users to connect remotely to this computer check box. VMware, Inc. 35

4 To specify individual users, click Select Remote Users and enter the information. 5 From the virtual machine console window, select Remote Desktop from the Remoting Tools list and complete the instructions. Taking Snapshots and Reverting the Snapshots After deploying a virtual machine, you can take a snapshot and revert the virtual machine to that snapshot at a later time. The snapshot is a captured virtual machine state at a specific point in time. Lab Manager stores snapshots persistently with the virtual machine image. If you undeploy a virtual machine and deploy it, the snapshot remains. NOTE Only one snapshot for a virtual machine is active at a time. To take a virtual machine snapshot From the virtual machine console window, click Snapshot. Lab Manager turns off the virtual machine for a short time and then displays the console. A thumbnail icon of the snapshot display appears in the top right corner of the page. To return to the virtual machine revert points 1 From the virtual machine console window, click Revert. 2 Confirm to revert to the last snapshot of the machine and lose the current state of the machine. Lab Manager turns off the virtual machine for a short time and then displays the console. The thumbnail icon of the snapshot appears in the top right corner of the page. Inserting CDs You can upload data (for example, drivers) to a virtual machine from the media library. During the Insert CD operation (available from the individual console of a template or configuration), you can access the ISOs in the media library. For more information on media, see Working with Media on page 101. 36 VMware, Inc.

Chapter 3 Working with Virtual Machines To insert a CD into a virtual machine 1 From the virtual machine console window (see page 28), move the pointer over the virtual machine name and choose Insert CD from the menu. 2 Specify the information for the ISO image: a Select an ISO file from the media library. VMware recommends putting your ISO image files in the default \\VMwareLM\ISO directory created during installation. Images in this directory are automatically populated to the Media Library list. b If your ISO image file does not appear in the Media Library list, specify the details on the UNC path: Enter the UNC name of your machine image (for example, \\10.6.1.2\Public\CD\cd-image.iso). Use English characters for the UNC path. If required, enter a user name and password. c Click Use. The virtual machine console appears. The Eject CD option replaces the Insert CD option on the mouseover menu. Ejecting CDs After inserting a CD to a virtual machine, you can eject the CD. To eject the CD from a virtual machine From the virtual machine console window, move the pointer over the virtual machine name and choose Eject CD from the menu. Inserting Floppy Disks You can upload data (for example, drivers) to a template from the media library. During the Insert Floppy operation available from the individual console of a template or configuration, you can access the floppy files in the media library. For more information on media and floppy file names, see Working with Media on page 101. VMware, Inc. 37

To insert a floppy disk into a virtual machine 1 From the virtual machine console window, move the pointer over the virtual machine name and choose Insert Floppy from the menu. 2 Specify the information for the floppy file: a Select a floppy file from the media library. VMware recommends putting your floppy files in the default \\VMwareLM\ISO directory created during installation. Images in this directory are automatically populated to the Media Library list. b If your ISO image file does not appear in the Media Library list, specify the details on the UNC path: Enter the UNC name of your image (for example, \\10.6.1.2\Public\Floppy\floppy.vfd). Use English characters for the UNC path. If required, enter a user name and password. c Click Use. The virtual machine console appears. The Eject Floppy option replaces the Insert Floppy option on the mouseover menu. Ejecting Floppy Disks After inserting a floppy disk to a virtual machine, you can eject the floppy disk. To eject the floppy disk from a virtual machine From the virtual machine console window, move the pointer over the virtual machine name and choose Eject Floppy from the menu. Adding Virtual Hard Disks to Virtual Machines (Templates) After accessing the properties settings for virtual machines and templates, you can add one or more virtual hard disks (.vhd) for a machine template or a virtual machine. Different methods are available to access properties information. To access the properties for machine templates 1 In the left pane, click Templates. 38 VMware, Inc.

Chapter 3 Working with Virtual Machines 2 If the virtual machine is deployed, move the pointer over the template name and choose Undeploy Save State or Undeploy Discard State from the menu. 3 Move the pointer over the template name and choose Properties from the menu. To access the properties for virtual machines 1 In the left pane, click Workspace. 2 If the virtual machine is deployed, move the pointer over the configuration name and choose Undeploy Save State or Undeploy Discard State from the menu. 3 Move the pointer over the configuration name and choose Details from the menu. 4 Move the pointer over the virtual machine name and choose Properties from the menu. To add virtual hard disks 1 After accessing the page with properties information for either machine templates or virtual machines, click Add Hard Disk. 2 Enter the disk information: a b Specify whether the bus type is BusLogic SCSI or LSI Logic SCSI. Review these details on the bus number, bus ID, and disk size: Table 3-4. Bus Number and ID Entries Bus Type Bus Number Bus ID SCSI 0 3 0 15 If bus numbers are not available, None appears in the Bus Number list. Bus ID #7 is reserved for a SCSI adapter. If a bus is completely used, the Bus ID list appears as an empty list. Disk Size (GB) is limited by the space available for storage servers. c Click Add. The new hard disk appears in the information on properties. Adding SCSI Virtual Hard Disks Review these points about adding SCSI virtual hard disks: If you add a SCSI hard disk to a virtual machine, you might generate an operating system error message about missing drivers for this device. VMware, Inc. 39

If this error occurs, download and install the appropriate driver, and contact VMware for further support. If you add the first instance of a SCSI hard disk to a Windows machine template, reboot the template and log in once before publishing it. This process allows Windows to properly recognize the new virtual hardware. If you add the first instance of a SCSI hard disk to a Windows virtual machine in a Workspace configuration, verify that the virtual machine network settings are unaltered. To verify that the virtual machine network settings are unaltered 1 Log in to the virtual machine console window. 2 From the command line, run the ipconfig command. 3 If the IP address is not the same as the one listed in the properties information for the virtual machine, reset the IP address. See Changing IP or MAC Addresses on page 34. 4 If you get an error message when changing the IP address, click No. Editing Virtual Machine Properties You can access and edit the properties of virtual machines. To edit virtual machine properties 1 In the left pane, click Workspace. 2 If the virtual machine is deployed, move the pointer over the configuration name and choose Undeploy Save State or Undeploy Discard State from the menu. 3 Move the pointer over the configuration name and choose Details from the menu. 4 Move the pointer over the virtual machine name and choose Properties from the menu. 5 Edit the properties. See Reviewing the Properties List on page 41. 6 Click Update. 40 VMware, Inc.